Welcome > Invoice actions

Invoice actions

With Kofax Analytics for MarkView, authorized users can select invoices and click a button to take an action on a selected invoice:

  • Escalate: Moves an invoice retrieved but not yet processed by a user to a supervisor in the Approval Hierarchy.

  • Reassign: Assigns an invoice to another MarkView user who has authorization to retrieve the invoice.

  • Increase priority: Increases the priority of an invoice by 10 points.

Invoice actions are available for Kofax Analytics for MarkView Process and Search views, and the following Status view components:

  • Invoices Coming Due chart

  • Discounts Coming Due chart

  • System Performance Pane: Workload icon

  • System Performance Pane: Queues icon

  • System Performance Pane: Past Due icon

  • System Performance Pane: Invoices on hold icon

  • Filter Pane: Invoices in MarkView

Click individual chart bars or icons to open the invoice details window with the invoice history. Use single or multiple selection to take actions on the invoices.

Note To enable the action buttons, select invoices from the list. The action buttons are available after selection of any invoice, regardless of the invoice type or queue. For example, if you set an action to an invoice that is currently in Kofax Capture, the action does not occur and the invoice state does not change.

Click Escalate, Reassign, or Increase priority to act on all invoices selected in the details table. If a user is not authorized to perform a particular action, the associated action button is disabled for this user. Clicking an action button opens a window where you can start the selected action. Click OK to initiate the action.

After the action is finished, the dialog box is closed and the invoice list is refreshed.

The Out of date icon Out of date icon next to the Invoice Number column indicates the invoice state in all the Status view lists for all users.

Invoice updating may take some time. The update procedure does not remove the Out of date icon. The invoice state updates after the next scheduled data load.